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Exit Planning Process

Our 7-step process helps a business owner maximize their financial return, minimize their tax liability, plan for contingencies,
and successfully transfer their business.

Exit Planning

OVERVIEW

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Rate Importance

1. Do you know your exact retirement goals and what it should take - in cash - to reach them?

Please rate how important this area is to your overall business outlook.

2. Do you know how much your business is worth today, in cash?

Please rate how important this area is to your overall business outlook.

3. Do you know the best way to maximize the income stream generated by your ownership interest?

Please rate how important this area is to your overall business outlook.

4. Do you know how to sell your business to a third party and pay the least possible taxes?

Please rate how important this area is to your overall business outlook.

5. Do you know how to transfer your business to family members, co-owners, or employees while paying the least possible taxes and enjoying maximum financial security?

Please rate how important this area is to your overall business outlook.

6. Do you have a continuity plan for your business if the unexpected happens to you?

Please rate how important this area is to your overall business outlook.

7. Does your family have financial contingency plans if the unexpected happens to you?

Please rate how important this area is to your overall business outlook.

For a complete exit planning intake evaluation, click the “Long form” button below